Qapital | Goals-Based Saving & AI-Driven Advice
Positioned Qapital to launch six new products—including an AI-powered financial advisor—by leading content strategy, product thinking, and team mentorship across a growing fintech platform.
What I did
• Led content design across six product tracks in a fast-moving startup environment.
• Partnered with data science to help define the experience and value prop for Qapital’s AI-driven financial advisor—translating machine learning models into user-friendly language and flows.
• Co-created investor materials and helped shape the early product roadmap.
Impact
Turned complex ideas into testable prototypes and investor-ready stories. Helped raise the standard for content design at an inflection point in Qapital’s product strategy. Visit the site →
Examples
Framing the value of AI financial advisor
Partnered across product, marketing, and data science to shape a compelling, understandable experience for users and investors alike.
Onboarding carousel
Conversational headlines and visual cues introduced Qapital’s benefits quickly—making the experience feel approachable, modern, and worth exploring.
Goal-setting flow
Friendly prompts and focused copy guided users through goal creation—helping them visualize success and take the first step with clarity.
Cashback Hacks extension
Crisp, benefits-first messaging turned a browser tool into a financial win—showing users how everyday spending could drive faster savings.
Account connection flow
Plain language, affirming messages, and smart pacing reduced friction—making a sensitive, third-party process feel secure and effortless.
Payday Divvy setup
Simple, sequential copy made it easy to split paychecks into savings goals—removing complexity and turning budgeting into a habit.
Student loan payoff tool
Clear instructions and actionable copy demystified loan payments—helping users automate their debt payoff with confidence.
Credit toolkit introduction
Plainspoken onboarding content—from email to carousel—framed credit-building as achievable and valuable. Clear steps, supportive tone, and simple visuals helped users engage with confidence.